Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Reported by PLANADVISER Staff

Plans that auto-enroll participants achieve 93% participation in their first year, a New York Life Retirement Plan Services study found.

91% of employers believe that the exclusion of 401(k) contributions from employees’ taxes is a major reason why they decide to invest, a survey by the American Benefits Council found.

The Tax Man Cometh: A Nationwide Financial poll of high-net-worth investors found that 63% are concerned that their portfolios will be affected by tax code changes in President Obama’s second term of office.

Peer Pressure: More than half the respondents in an ING U.S. survey said they would save more in their retirement accounts if they knew their nest eggs did not measure up to their peers’.

“If we all did the things we were capable of, we would astound ourselves.” –Thomas Edison